Connecticut Wealth Management is a registered investment advisor that believes in creating genuine partnerships, building trust.

Investment Management

Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC's headquarters in Farmington, CT, United States

Kevin Leahy, CPA, CFP®

Joshua I. Brier

Chip Olson

Melissa Frechette

Emily Wood, CFP®

Deborah Hopper

Rosa D Cadena

Eric Natale

Michael Tedone, CPA/PFS

The Client Services team at Connecticut Wealth Management, LLC ensures exceptional client experiences by managing account inquiries, facilitating transactions, and maintaining clear communication. They act as the primary point of contact for clients, addressing needs promptly and fostering trusting relationships.

Client Services

The Finance Team at Connecticut Wealth Management, LLC is responsible for managing and overseeing the firm's financial strategies, investment analysis, and planning. They ensure optimal financial performance, provide detailed financial reports, and offer strategic advice to clients to build and protect their wealth. The team comprises skilled professionals like financial analysts, senior advisors, planners, and the CFO who collaborate to uphold the company's commitment to building trust and genuine partnerships.

Finance Team

The Leadership Team at Connecticut Wealth Management, LLC is responsible for guiding the strategic direction of the company, fostering a culture of trust and partnership, and ensuring the delivery of exceptional client service. Comprising the Founder, President & CEO, key partners, and C-level executives, they collaborate to drive growth, manage operations, and uphold the firm's commitment to client satisfaction and financial excellence.

Leadership Team

The Operations and Facilities Management team at Connecticut Wealth Management, LLC ensures the seamless functioning of daily operations and optimal maintenance of office facilities. This team is responsible for overseeing building management, streamlining operational processes, and supporting the firm's commitment to creating genuine partnerships and building trust.

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Connecticut Wealth Management, LLC

Org chart

Teams

Client Services

Finance Team

Leadership Team

Operations and Facilities Management

Offices

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Connecticut Wealth Management, LLC

Org chart

Teams

Client Services

Finance Team

Leadership Team

Operations and Facilities Management

Offices

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